AEIS RSI Chart
Last 7 days
-1.9%
Last 30 days
-4.2%
Last 90 days
-13.4%
Trailing 12 Months
7.6%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 1.9B | 1.8B | 1.7B | 1.7B |
2022 | 1.5B | 1.6B | 1.8B | 1.8B |
2021 | 1.5B | 1.5B | 1.4B | 1.5B |
2020 | 963.7M | 1.2B | 1.4B | 1.4B |
2019 | 664.0M | 602.8M | 604.8M | 788.9M |
2018 | 717.3M | 747.4M | 743.9M | 718.9M |
2017 | 530.0M | 577.1M | 627.1M | 671.0M |
2016 | 408.3M | 418.5M | 435.3M | 483.7M |
2015 | 393.5M | 419.9M | 438.1M | 414.8M |
2014 | 576.1M | 518.7M | 467.3M | 424.9M |
2013 | 458.0M | 482.0M | 507.4M | 547.0M |
2012 | 484.9M | 462.4M | 451.5M | 451.9M |
2011 | 527.4M | 565.4M | 553.0M | 516.8M |
2010 | 0 | 261.0M | 360.2M | 459.4M |
2009 | 0 | 0 | 0 | 161.8M |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Apr 15, 2024 | vonne elizabeth karpinski | sold (taxes) | -72,390 | 96.52 | -750 | evp, general counsel |
Apr 01, 2024 | delsanto anne | sold | -15,079 | 101 | -148 | - |
Mar 16, 2024 | donaghey john | sold (taxes) | -52,375 | 95.75 | -547 | evp, global sales |
Mar 16, 2024 | oldham paul r | sold (taxes) | -107,144 | 95.75 | -1,119 | evp, cfo |
Mar 16, 2024 | kelley stephen douglas | sold (taxes) | -370,936 | 95.75 | -3,874 | president and ceo |
Mar 01, 2024 | vonne elizabeth karpinski | back to issuer | - | - | -438 | evp, general counsel |
Mar 01, 2024 | donaghey john | back to issuer | - | - | 876 | evp, global sales |
Mar 01, 2024 | vonne elizabeth karpinski | sold (taxes) | -58,088 | 101 | -574 | evp, general counsel |
Mar 01, 2024 | oldham paul r | back to issuer | - | - | -3,154 | evp, cfo |
Mar 01, 2024 | oldham paul r | sold (taxes) | -80,352 | 101 | -794 | evp, cfo |
Which funds bought or sold AEIS recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Apr 23, 2024 | AMALGAMATED BANK | reduced | -25.82 | -532,000 | 1,212,000 | 0.01% |
Apr 23, 2024 | Global Retirement Partners, LLC | unchanged | - | -51.00 | 8,775 | -% |
Apr 23, 2024 | Louisiana State Employees Retirement System | reduced | -1.07 | -150,174 | 1,886,630 | 0.04% |
Apr 23, 2024 | FIFTH THIRD BANCORP | reduced | -2.02 | -2,231 | 24,781 | -% |
Apr 22, 2024 | MetLife Investment Management, LLC | unchanged | - | 114,423 | 2,148,770 | 0.01% |
Apr 22, 2024 | Raymond James Financial Services Advisors, Inc. | added | 6.21 | -8,288 | 1,485,440 | -% |
Apr 22, 2024 | RAYMOND JAMES & ASSOCIATES | added | 4.81 | -42,318 | 2,225,670 | -% |
Apr 19, 2024 | TRUST POINT INC. | added | 36.9 | 179,152 | 815,031 | 0.06% |
Apr 19, 2024 | State of Alaska, Department of Revenue | reduced | -1.05 | -184,000 | 2,316,000 | 0.03% |
Apr 19, 2024 | DENALI ADVISORS LLC | sold off | -100 | -3,050 | - | -% |
Unveiling Advanced Energy Industries Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Advanced Energy Industries Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
CARR | 49.2B | 22.1B | 34.16 | 2.23 | ||||
BLDR | 22.8B | 17.1B | 14.78 | 1.33 | ||||
HUBB | 21.4B | 5.4B | 28.14 | 3.98 | ||||
CSL | 17.9B | 4.8B | 23.36 | 3.7 | ||||
LECO | 13.5B | 4.2B | 24.76 | 3.22 | ||||
MID-CAP | ||||||||
AYI | 7.8B | 3.9B | 20.63 | 2.02 | ||||
AAON | 7.3B | 1.2B | 41.19 | 6.26 | ||||
ATKR | 6.6B | 3.5B | 10.06 | 1.89 | ||||
AEIS | 3.5B | 1.7B | 27.01 | 2.09 | ||||
PLUG | 1.6B | 891.3M | -1.2 | 1.85 | ||||
SMALL-CAP | ||||||||
APOG | 1.4B | 1.4B | 13.21 | 0.98 | ||||
ACTG | 497.5M | 130.3M | 7.42 | 3.82 | ||||
ACCO | 466.1M | 1.8B | -21.38 | 0.25 | ||||
FCEL | 388.6M | 103.0M | -4.25 | 3.77 | ||||
APT | 68.5M | 61.2M | 16.36 | 1.12 |
Advanced Energy Industries Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -1.2% | 405 | 410 | 416 | 425 | 491 | 516 | 441 | 397 | 397 | 346 | 361 | 352 | 371 | 390 | 340 | 315 | 338 | 175 | 135 | 141 | 154 |
Gross Profit | -3.0% | 143 | 147 | 147 | 155 | 178 | 191 | 162 | 144 | 140 | 120 | 135 | 138 | 146 | 154 | 130 | 112 | 112 | 73.00 | 64.00 | 66.00 | 75.00 |
Operating Expenses | 10.1% | 129 | 117 | 117 | 115 | 120 | 114 | 109 | 100 | 98.00 | 96.00 | 94.00 | 93.00 | 90.00 | 95.00 | 95.00 | 86.00 | 90.00 | 64.00 | 53.00 | 54.00 | 56.00 |
S&GA Expenses | -0.4% | 55.00 | 55.00 | 56.00 | 55.00 | 57.00 | 57.00 | 55.00 | 49.00 | 49.00 | 48.00 | 48.00 | 47.00 | 43.00 | 51.00 | 48.00 | 46.00 | 50.00 | 36.00 | 28.00 | 29.00 | 29.00 |
R&D Expenses | -2.7% | 49.00 | 50.00 | 51.00 | 52.00 | 50.00 | 50.00 | 48.00 | 44.00 | 41.00 | 41.00 | 40.00 | 40.00 | 37.00 | 37.00 | 36.00 | 35.00 | 34.00 | 25.00 | 22.00 | 21.00 | 21.00 |
EBITDA Margin | -9.3% | 0.12* | 0.14* | 0.16* | 0.16* | 0.17* | 0.17* | 0.14* | 0.14* | 0.14* | 0.15* | 0.16* | 0.16* | - | - | - | - | - | - | - | - | - |
Interest Expenses | 207.2% | 9.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 2.00 | 2.00 | 1.00 | 0.00 | 0.00 | 0.00 |
Income Taxes | -2582.0% | -21.69 | 1.00 | 5.00 | 8.00 | 10.00 | 12.00 | 11.00 | 7.00 | 3.00 | 4.00 | 2.00 | 5.00 | 8.00 | 7.00 | 5.00 | 4.00 | 7.00 | 3.00 | 3.00 | -2.85 | 1.00 |
Earnings Before Taxes | -53.1% | 16.00 | 35.00 | 32.00 | 39.00 | 55.00 | 87.00 | 56.00 | 44.00 | 43.00 | 25.00 | 37.00 | 44.00 | 50.00 | 52.00 | 34.00 | 22.00 | 17.00 | 11.00 | 27.00 | 13.00 | 20.00 |
EBT Margin | -20.3% | 0.07* | 0.09* | 0.12* | 0.13* | 0.13* | 0.13* | 0.11* | 0.10* | 0.10* | 0.11* | 0.12* | 0.12* | - | - | - | - | - | - | - | - | - |
Net Income | 14.6% | 38.00 | 33.00 | 27.00 | 31.00 | 44.00 | 74.00 | 45.00 | 37.00 | 40.00 | 21.00 | 35.00 | 39.00 | 42.00 | 46.00 | 29.00 | 18.00 | 10.00 | 8.00 | 32.00 | 15.00 | 19.00 |
Net Income Margin | 0.3% | 0.08* | 0.08* | 0.10* | 0.10* | 0.11* | 0.11* | 0.09* | 0.09* | 0.09* | 0.10* | 0.11* | 0.11* | - | - | - | - | - | - | - | - | - |
Free Cashflow | 17.6% | 70.00 | 59.00 | 5.00 | 14.00 | 51.00 | 51.00 | 25.00 | -3.25 | 27.00 | 11.00 | 28.00 | 45.00 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 2.5% | 2,557 | 2,494 | 1,950 | 2,009 | 1,992 | 1,974 | 1,878 | 1,832 | 1,817 | 1,832 | 1,776 | 1,699 | 1,648 | 1,643 | 1,594 | 1,523 | 1,532 | 1,595 | 866 | 857 | 816 |
Current Assets | 2.3% | 1,712 | 1,673 | 1,153 | 1,210 | 1,189 | 1,182 | 1,088 | 1,174 | 1,162 | 1,164 | 1,104 | 1,040 | 980 | 978 | 930 | 861 | 867 | 880 | 563 | 573 | 568 |
Cash Equivalents | 5.9% | 1,045 | 986 | 455 | 462 | 459 | 409 | 373 | 521 | 544 | 548 | 507 | 510 | 480 | 429 | 381 | 353 | 346 | 340 | 359 | 351 | 349 |
Inventory | -7.7% | 336 | 364 | 392 | 402 | 376 | 409 | 396 | 361 | 338 | 342 | 297 | 248 | 221 | 257 | 260 | 235 | 230 | 241 | 93.00 | 99.00 | 98.00 |
Net PPE | 3.7% | 168 | 162 | 159 | 153 | 148 | 137 | 127 | 117 | 115 | 115 | 115 | 113 | 115 | 110 | 108 | 106 | 108 | 105 | 35.00 | 31.00 | 31.00 |
Goodwill | 0.8% | 284 | 282 | 283 | 283 | 281 | 279 | 281 | 211 | 212 | 214 | 214 | 208 | 210 | 207 | 208 | 202 | 203 | 232 | 92.00 | 101 | 102 |
Liabilities | 1.4% | 1,413 | 1,393 | 825 | 913 | 926 | 984 | 953 | 931 | 946 | 990 | 900 | 853 | 832 | 874 | 876 | 837 | 855 | 935 | 210 | 235 | 209 |
Current Liabilities | 6.7% | 336 | 315 | 303 | 384 | 393 | 433 | 389 | 363 | 370 | 387 | 377 | 327 | 296 | 337 | 343 | 304 | 320 | 356 | 96.00 | 112 | 110 |
Long Term Debt | -0.5% | 896 | 900 | 344 | 348 | 353 | 358 | 363 | 368 | 373 | 378 | 296 | 300 | 305 | 309 | 313 | 317 | 322 | 326 | - | - | - |
LT Debt, Current | 0% | 20.00 | 20.00 | 20.00 | 20.00 | 20.00 | 20.00 | 20.00 | 20.00 | 20.00 | 20.00 | 18.00 | 18.00 | 18.00 | 18.00 | 18.00 | 18.00 | 18.00 | 18.00 | - | - | - |
LT Debt, Non Current | -0.5% | 896 | 900 | 344 | 348 | 353 | 358 | 363 | 368 | 373 | 378 | 296 | 300 | 305 | 309 | 313 | 317 | 322 | 326 | - | - | - |
Shareholder's Equity | 3.9% | 1,144 | 1,101 | 1,125 | 1,096 | 1,066 | 990 | 925 | 901 | 871 | 842 | 877 | 846 | 815 | 769 | 718 | 686 | 677 | 660 | 656 | 622 | 607 |
Retained Earnings | 3.5% | 990 | 956 | 966 | 942 | 915 | 876 | 808 | 783 | 756 | 745 | 779 | 747 | 712 | 670 | 625 | 596 | 578 | 567 | 560 | 528 | 513 |
Additional Paid-In Capital | 6.5% | 148 | 139 | 147 | 139 | 135 | 128 | 122 | 117 | 116 | 106 | 104 | 106 | 105 | 101 | 102 | 98.00 | 105 | 102 | 101 | 99.00 | 97.00 |
Shares Outstanding | 0.1% | 37.00 | 37.00 | 38.00 | 38.00 | 37.00 | 37.00 | 38.00 | 38.00 | 38.00 | 38.00 | 38.00 | 38.00 | - | - | - | - | - | - | - | - | - |
Minority Interest | - | - | - | - | - | - | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 |
Float | - | - | - | 4,171 | - | - | - | 2,707 | - | - | - | 4,280 | - | - | - | 1,000,000,000,000 | - | - | - | 2,136 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | 15.8% | 84,004 | 72,519 | 22,603 | 29,811 | 70,686 | 65,305 | 37,775 | 9,821 | 34,358 | 18,198 | 33,610 | 54,079 | 66,863 | 67,399 | 38,452 | 28,522 | 19,217 | 12,759 | 10,970 | 5,446 | 37,338 |
Share Based Compensation | 1.4% | 8,188 | 8,075 | 7,937 | 6,801 | 4,841 | 6,022 | 5,058 | 3,928 | 2,920 | 3,674 | 3,444 | 5,701 | 2,606 | 3,781 | 2,837 | 3,048 | 2,274 | 917 | 937 | 3,199 | 2,242 |
Cashflow From Investing | -7.7% | -14,522 | -13,478 | -20,541 | -16,210 | -22,986 | -14,031 | -157,580 | -13,675 | -8,181 | -6,232 | -20,474 | -12,415 | -15,587 | -12,764 | -7,365 | -7,124 | -11,310 | -372,613 | -7,488 | -2,436 | -3,118 |
Cashflow From Financing | -101.8% | -8,520 | 473,180 | -8,171 | -10,805 | -8,092 | -10,933 | -25,027 | -17,813 | -28,926 | 29,793 | -13,796 | -12,443 | -3,457 | -8,765 | -3,596 | -13,794 | -3,557 | 343,439 | 665 | -1,707 | -25,477 |
Dividend Payments | -0.8% | 3,800 | 3,830 | 3,778 | 3,814 | 3,797 | 3,812 | 3,806 | 3,789 | 3,800 | 3,857 | 3,874 | 3,854 | - | - | - | - | - | - | - | - | - |
Buy Backs | -100.0% | - | 40,000 | - | - | 680 | 2,342 | 17,019 | 6,594 | 21,500 | 52,555 | 6,503 | - | 51.00 | 4,331 | - | 7,248 | - | - | - | - | 26,104 |
Consolidated Statements of Operations - USD ($) shares in Thousands, $ in Thousands | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Consolidated Statements of Operations | |||
Revenue, net | $ 1,655,810 | $ 1,845,422 | $ 1,455,954 |
Cost of revenue | 1,063,412 | 1,169,916 | 923,632 |
Gross profit | 592,398 | 675,506 | 532,322 |
Operating expenses: | |||
Research and development | 202,439 | 191,020 | 161,831 |
Selling, general, and administrative | 221,034 | 218,463 | 191,998 |
Amortization of intangible assets | 28,254 | 26,114 | 22,060 |
Restructuring, asset impairments, and other charges | 26,977 | 6,814 | 4,752 |
Total operating expenses | 478,704 | 442,411 | 380,641 |
Operating income | 113,694 | 233,095 | 151,681 |
Interest income | 27,092 | 4,147 | 454 |
Interest expense | (16,566) | (7,325) | (3,576) |
Other income (expense), net | (1,759) | 11,824 | 152 |
Income from continuing operations, before income tax | 122,461 | 241,741 | 148,711 |
Income tax provision (benefit) | (8,288) | 39,850 | 14,004 |
Income from continuing operations | 130,749 | 201,891 | 134,707 |
Income (loss) from discontinued operations, net of income tax | (2,465) | (2,215) | 73 |
Net income | 128,284 | 199,676 | 134,780 |
Income from continuing operations attributable to noncontrolling interest | 16 | 44 | |
Net income attributable to Advanced Energy Industries, Inc. | $ 128,284 | $ 199,660 | $ 134,736 |
Basic weighted-average common shares outstanding (in shares) | 37,480 | 37,463 | 38,143 |
Diluted weighted-average common shares outstanding (in shares) | 37,750 | 37,721 | 38,355 |
Earnings per share: | |||
Continuing operations: Basic earnings per share (in dollars per share) | $ 3.49 | $ 5.39 | $ 3.53 |
Continuing operations: Diluted earnings per share (in dollars per share) | 3.46 | 5.35 | 3.51 |
Discontinued operations: Basic loss per share (in dollars per share) | (0.07) | (0.06) | |
Discontinued operations: Diluted loss per share (in dollars per share) | (0.07) | (0.06) | |
Net income: | |||
Basic earnings per share (in dollars per share) | 3.42 | 5.33 | 3.53 |
Diluted earnings per share (in dollars per share) | $ 3.40 | $ 5.29 | $ 3.51 |
Consolidated Balance Sheets - USD ($) $ in Thousands | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 1,044,556 | $ 458,818 |
Accounts receivable, net | 282,430 | 300,683 |
Inventories | 336,137 | 376,012 |
Other current assets | 48,771 | 53,001 |
Total current assets | 1,711,894 | 1,188,514 |
Property and equipment, net | 167,665 | 148,462 |
Operating lease right-of-use assets | 95,432 | 100,177 |
Other assets | 136,448 | 84,056 |
Intangible assets, net | 161,478 | 189,526 |
Goodwill | 283,840 | 281,433 |
TOTAL ASSETS | 2,556,757 | 1,992,168 |
Current liabilities: | ||
Accounts payable | 141,850 | 170,467 |
Accrued payroll and employee benefits | 73,595 | 82,733 |
Other accrued expenses | 66,662 | 76,750 |
Customer deposits and other | 15,997 | 26,322 |
Current portion of long-term debt | 20,000 | 20,000 |
Current portion of operating lease liabilities | 17,744 | 16,771 |
Total current liabilities | 335,848 | 393,043 |
Long-term debt, net | 895,679 | 353,262 |
Operating lease liabilities | 89,330 | 94,460 |
Pension benefits | 49,135 | 44,031 |
Other long-term liabilities | 42,583 | 41,105 |
Total liabilities | 1,412,575 | 925,901 |
Commitments and contingencies (Note 17) | ||
Stockholders' equity: | ||
Preferred stock, $0.001 par value, 1,000 shares authorized, none issued and outstanding | ||
Common stock, $0.001 par value, 70,000 shares authorized; 37,318 and 37,429 issued and outstanding at December 31, 2023 and December 31, 2022, respectively | 37 | 37 |
Additional paid-in capital | 148,300 | 134,640 |
Accumulated other comprehensive income | 6,114 | 16,320 |
Retained earnings | 989,731 | 915,270 |
Total stockholders' equity | 1,144,182 | 1,066,267 |
TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY | $ 2,556,757 | $ 1,992,168 |